How-To: Set-up Your Accounts Receivable Module

Improve collections and billing efficiency by accepting smarter payments online. Follow along with this video and step-by-step guide to see how.

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Set-up Your Accounts Receivable Module: Video Tutorial
Set-up Your Accounts Receivable Module: Step-by-Step

Set-up Your Accounts Receivable Module: Video Tutorial

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Settings > Payments - Accounts Receivable > General Settings

Set-up Your Accounts Receivable Module: Step-by-Step

Please follow these steps to set up Set-up Your Accounts Receivable Module:

1. Log onto your Zuub Portal (dental.zuub.com/portal).
2. Navigate to Settings > Payments - Accounts Receivable > General Settings.
3. Please Link or Create your Stripe Payment Account by clicking the Connect with Stripe Button.
   
   
4. Follow the instructions outlined on the next page.
   
   
5. Once completed, please return to Settings > Payments - Accounts Receivable > General Settings.
6. If you would like to allow patients to make partial payments on their balance, under the Minimum Payment Amount section, please enable "Allow Minimum Payment" and then either indicate a minimum Dollar Amount or Percentage of Total.
   
   
   1. Please Note: If you would like this option to be automatically applied to all invoices, check the box.
      
7. Fill out the Notification Email Address field with the email address you would like notifications sent to once a patient has made a payment.
   
   
8. Once everything is filled out, please make sure to Save all your changes.